Addison Advisors
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Addison Advisors’s iShares iBonds Dec 2034 Term Muni Bond ETF IBMW Stock Holding History

Addison Advisors’s Portfolio IBMW Stock Details IBMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.32K Buy
+310
New +$7.64K ﹤0.01% 464

Other funds holding IBMW

Heritage Family Offices
Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Addison Advisors's IBMW Position: Q3 2026 in Review

Addison Advisors opened a new position in iShares iBonds Dec 2034 Term Muni Bond ETF (IBMW) in Q3 2026: 310 shares worth $7.32K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

5 funds tracked by Wall St. Rank hold IBMW as of Q3 2026.

  • Addison Advisors held 310 shares of iShares iBonds Dec 2034 Term Muni Bond ETF worth $7.32K as of Q3 2026.
  • iShares iBonds Dec 2034 Term Muni Bond ETF was a new Addison Advisors position in Q3 2026.
  • iShares iBonds Dec 2034 Term Muni Bond ETF made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #464 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Muni Bond ETF as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.